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Stocks for the Long Run
Motley Fool Money
Why You Shouldn't Buy the Losers Every Month
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I think one of the good points that was made in the book about the differences between market cap and fundamentally weighted is that with a market cap index, you never sell the stock. You want to have the valuation discipline correct for the longer term bubbles or mismatches. Value is better to rebalance, less often, very often than more often because of that momentum effect. Let's move on to international. The last chapter of the book is basically a guide, how you should invest, roughly speaking. One of the recommendations is that a least of a third of your equity allocation should be international stocks. That's a tough sell these days given what's happened over the last 10 to 15 years
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